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MSFJX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

MFS Total Return R4 (MSFJX) Ownership - Who owns MFS Total Return R4?

The investment seeks total return... Show more

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Moderate Allocation
Address
MFS Series Trust V111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.47
Min. Initial Investment
N/A
Fund Existence
about 20 years
Turnover
53.00
Front Load
N/A
Net Assets
7397310000.00
Manager Tenure
N/A

Fundamentals

MSFJX
Net Assets
7.4B
Fund Existence
about 20 years
Turnover
53.00
Total Expense Ratio
0.47
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.47
Assets in Top Ten Holdings
1.55B
Average Credit Quality
11
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
72.4M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.35
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
1029.00
Number of Net Holdings
1030.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
18.89%
Gain YTD
-1.197
Annual Yield % from dividends
2.54
Returns for 1 year
-1.32
Returns for 3 years
1.33
Returns for 5 years
14.67
Returns for 10 years
26.19
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
MFS Series Trust V111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com